How Can I Embed "Slugs" In Announcements, Legal, Etc.

How Can I Embed "Slugs" In Announcements, Legal, Etc.


Define Custom Variables
Edit your user and click on the "Custom" tab. Add custom variables for this user. Note that the same variable can be defined multiple times (with different values and effective dates).



Embed Custom Variable "Slugs"
Edit your description and embed "slugs" referencing custom variables. Their value will be replaced at runtime based on a/ the current period and b/ the viewing user.

For example, you could insert a fragment like this in your plan's legal description:



View Replaced Slugs
When your user views their September statement, they will see this:



For October, they will see a different value (1200 instead of 100) since this is how we configured the custom variable @@Quota as shown above.

Using Formulas
You can also use simple formulas as shown below:



Make sure to include {{ and }} around your statement. Formulas include support for simple maths as well as functions such as IIF() and other simple operators.

Extensions
You can use slugs and simple formulas in menu extensions (Settings > Dashboards > Extensions). You can use those to generate sub-menu titles or URLs. In this example, we customized the URL to include a per-user custom variable called "@@PerUserUrl":



Two additional parameters are available when configuring extension URLs:
  • sc_email - the email address of the authenticated user
  • sc_timestamp - the timestamp of the request (can be used to force a page refresh)



If you include the sc_email parameter in your URL and implement the corresponding online resource, do NOT use the passed-in sc_email parameter to grant access to secure resources. While Sales Cookie will always generate correct links with the correct sc_email value. However, a crafty user may call your web page directly with a different sc_email value.

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